Please enable JavaScript to view this site.

QuoteWerks Help
Version 26 (Build 2.28) 
August 11, 2026
  •      

Setup

Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the MS CRM option:

 

For more information on MS CRM integration, please see:

•Setting up the MS CRM Integration

•MS CRM Setup

•DataLink Setup

•Searching for a Contact in MS CRM

•Writing Information Back to MS CRM

•F2 Lookup Features

•Including Additional Contact-Manager Fields when Printing